SS&H Financial Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

SS&H Financial Advisors’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$208K	Buy	+2,000	New	+$206K	0.05%	129

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

SS&H Financial Advisors's EFA Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 2,000 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #129 among its holdings.

2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

SS&H Financial Advisors held 2,000 shares of iShares MSCI EAFE ETF worth $208K as of Q2 2026.
iShares MSCI EAFE ETF was a new SS&H Financial Advisors position in Q2 2026.
iShares MSCI EAFE ETF made up 0.05% of SS&H Financial Advisors's portfolio in Q2 2026, its #129 holding.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.